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Citigroup

1,708 hedge funds and large institutions have $109B invested in Citigroup in 2021 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 742 increasing their positions, 612 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 612

7% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 131

1% less funds holding

Funds holding: 1,7191,708 (-11)

1.09% less ownership

Funds ownership: 75.93%74.83% (-1.1%)

5% less capital invested

Capital invested by funds: $115B → $109B (-$5.81B)

23% less funds holding in top 10

Funds holding in top 10: 9170 (-21)

36% less call options, than puts

Call options by funds: $4.47B | Put options by funds: $7.03B

Holders
1,708
Holders Change
-11
Holders Change %
-0.64%
% of All Funds
29.73%
Holding in Top 10
70
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-23.08%
% of All Funds
1.22%
New
140
Increased
742
Reduced
612
Closed
131
Calls
$4.47B
Puts
$7.03B
Net Calls
-$2.56B
Net Calls Change
-$581M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
1376
First Nebraska Trust
Nebraska
$253K
PPW
1377
Parcion Private Wealth
Washington
$253K
GWM
1378
Gitterman Wealth Management
New Jersey
$252K -$68.9K -931 -21%
WPW
1379
Warther Private Wealth
Ohio
$252K +$262K +3,544 New
RWA
1380
Ropes Wealth Advisors
Massachusetts
$252K +$263K +3,557 New
BBA
1381
BLB&B Advisors
Pennsylvania
$252K +$264K +3,562 New
CCIA
1382
Campbell & Co Investment Adviser
Maryland
$251K +$263K +3,550 New
SWA
1383
Sightline Wealth Advisors
Connecticut
$250K +$1.63K +22 +0.6%
GC
1384
Gilbert & Cook
Iowa
$250K +$7.84K +106 +3%
FCI
1385
Financial Counselors Inc
Kansas
$248K -$7.84K -106 -3%
RM
1386
Resource Management
Louisiana
$247K -$7.4K -100 -3%
NAS
1387
Nicolet Advisory Services
Wisconsin
$246K +$22.3K +301 +9%
VFA
1388
Voya Financial Advisors
Connecticut
$245K -$1.04M -14,102 -80%
SYBT
1389
Stock Yards Bank & Trust
Kentucky
$245K
BWCS
1390
Beirne Wealth Consulting Services
Connecticut
$245K +$15.5K +210 +6%
EW
1391
Evoke Wealth
California
$245K +$32.9K +444 +15%
ARC
1392
Advisor Resource Council
Texas
$245K +$256K +3,464 New
SVWAG
1393
Sound View Wealth Advisors Group
Georgia
$243K +$148 +2 +0.1%
WQ
1394
Wealth Quarterback
New Jersey
$242K +$253K +3,420 New
SM
1395
SG3 Management
Puerto Rico
$241K -$577K -7,800 -70%
KOC
1396
Koss-Olinger Consulting
Florida
$240K -$59.6K -805 -19%
GA
1397
GFS Advisors
Texas
$239K -$462K -6,247 -65%
CP
1398
Camelot Portfolios
Ohio
$239K -$80.9K -1,093 -24%
CCFM
1399
Clear Creek Financial Management
Washington
$239K +$250K +3,377 New
ZB
1400
Zions Bancorporation
Utah
$238K -$74.7K -1,010 -23%

C Hedge Fund Activity: Q2 2021 in Review

1,708 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Citigroup (C) for Q2 2021, worth a combined $109B — down 5.1% from $115B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new C positions and 131 closed out — a net gain of 9 holders — while 742 added to existing stakes and 612 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $440M. The largest seller was Capital Research Global Investors, cutting an estimated $542M.

  • 1,708 institutional investors held Citigroup (C) as of Q2 2021, down from 1,719 in Q1 2021.
  • Funds reported $109B of Citigroup stock for Q2 2021, down 5.1% quarter-over-quarter.
  • 140 funds opened new Citigroup positions in Q2 2021 and 131 closed out, a net change of +9 holders.
  • The largest Citigroup buyer in Q2 2021 was Goldman Sachs, an estimated $440M added.
  • The largest Citigroup seller in Q2 2021 was Capital Research Global Investors, an estimated $542M sold.

Based on aggregated 13F filings for Q2 2021.